A respected private wealth firm in Mosman is hiring a Client Services Manager to oversee documentation, client onboarding, and provide platform support. This role requires at least 3 years in a similar position, a bachelor’s degree in Financial Planning, and familiarity with Xplan, Macquarie, and Panorama. The firm offers part-time/adaptable and hybrid working arrangements, making it ideal for candidates seeking work-life balance while delivering exceptional client experiences.
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